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Advisors Assistant

Advisors Assistant provides essential CRM capabilities tailored for financial advisors and insurance professionals, enabling them to maintain organization throu...

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Advisors Assistant provides essential CRM capabilities tailored for financial advisors and insurance professionals, enabling them to maintain organization throu...

Watch Demo Get Pricing
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Product Overview

Advisors Assistant provides essential CRM capabilities tailored for financial advisors and insurance professionals, enabling them to maintain organization through effective client management, investment monitoring, and document processing. Although the task of capturing and managing all client interaction data may present challenges at times, its diverse features and consistent reliability position it as a trustworthy option for those seeking stability.

Product Details

What Is Advisors Assistant?

Advisors Assistant is a customer relationship management (CRM) solution tailored specifically for financial advisors, planners, and insurance agents. This platform enables users to efficiently organize and oversee their client data. It integrates various functionalities including contact management, investment oversight, insurance information, and commission tracking. The features of Advisors Assistant assist professionals in maintaining thorough records and addressing client needs effectively, making everyday operations more manageable. By centralizing information and offering clear insights, the software aids advisors in nurturing strong relationships with their clients and enhancing their workflows.

Advisors Assistant Pricing

The pricing structure for Advisors Assistant consists of several plans:

  • Core CRM: $52/month for the first user

  • Insurance Policy Tracking: $94/month for the first user

  • Investment Tracking: $94/month for the first user

  • Full Account Tracking: $105/month for the first user

  • Agency Management: $137/month for the first user

Please reach out to us for a personalized quote regarding Advisors Assistant costs.

Please note that pricing is subject to change.

Advisors Assistant Integrations

Advisors Assistant can seamlessly integrate with various platforms, including:

  • Microsoft Outlook

  • MoneyGuidePro

  • Microsoft Word

  • ReadyDoc

  • Albridge

Discover more about its integration capabilities by exploring a free demo of Advisors Assistant.

Is Advisors Assistant Right For You?

This platform provides finance professionals with essential tools to monitor their clients, investments, and insurance policies all within one comprehensive software. It is specifically designed for advisors, planners, and agents looking to streamline their work processes and easily access vital information. Advisors Assistant connects with popular financial planning and document management tools, thereby simplifying daily responsibilities.

If you still have questions about whether Advisors Assistant is suitable for you, please contact our support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
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✘ reporting analytics
✘ resource allocation
✘ workflow automation
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✘ inventory management
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✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
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✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
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✘ multi currency support
✘ opportunity management
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✘ analytics and reporting
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✘ customer servicesupport
✘ customizable dashboards
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✘ registration management
✔ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
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✘ crm for political campaigns
✘ crm for training management
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✘ email marketing integration
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✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✔ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
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✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✔ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ An intuitive ClearView interface makes client management straightforward
  • ✔ Investment and insurance tracking modules are detailed and reliable
  • ✔ Generated reports are clear, professional, and easy to customize

Cons

  • ✘ Navigation may take some time for newer users to gain familiarity
  • ✘ Can occasionally throw errors while handling large data sets or multiple inputs

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Advisors Assistant provides an API.

Advisors Assistant currently supports English.

The platform provides support through email and phone.

Advisors Assistant integrates with multiple software and platforms, including ReadyDoc, Microsoft outlook, Albridge, AdvisorVault, and Microsoft Word.

Advisors Assistant is typically used by brokers, agents, planners, agencies, and advisors.

The Advisors Assistant pricing plans for the first user include Core CRM at $52/month, Insurance Policy Tracking and Investment Tracking each at $94/ month, Full Account Tracking at $105/ month, and Agency Management at $137/month.

No, the platform does not provide a mobile app.